Autopilot Advisers, Llc
- Regulatory AUM
- $892M
- Discretionary
- $892M
- Clients
- 103,270
- Avg AUM / client
- $8.6K
- Accounts
- 103,270
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102,981 | $820M | 91.9% |
| High net worth individuals | 289 | $71.9M | 8.06% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Josephs, Christopher, John | Head Of Growth | Sep 2020 (6y) | Less than 5% | |
| Schardt, Brian, Julio Alois | Ceo | Sep 2020 (6y) | ≈ 37.5% – 75% via Autopilot Holdings Corporation | |
| Heath, John, Hammond | Chief Compliance Officer | May 2024 (2y) | Less than 5% | |
| Emiliano Rios Caban | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Autopilot Holdings Corporation | Member | May 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Schardt, Brian, Julio Alois: 50% – 75% of Autopilot Holdings Corporation × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗